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iShares Short Treasury Bond ETF
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Overview Fund Activity

634 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+22
Holders Change %
+3.59%
% of All Funds
10%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
1.56%
New
94
Increased
227
Reduced
250
Closed
68
Calls
–
Puts
$6.93M
Net Calls
-$6.93M
Net Calls Change
-$557K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$96.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$95.5M
3
Cerity Partners
Cerity Partners
New York
+$67.7M
4
FIA
Foundations Investment Advisors
Arizona
+$50.9M
5
AI
Accredited Investors
Minnesota
+$45.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.23B
2
Charles Schwab
Charles Schwab
California
-$361M
3
Morgan Stanley
Morgan Stanley
New York
-$126M
4
SWG
Summit Wealth Group
Vermont
-$115M
5
SW
SVB Wealth
Massachusetts
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
276
Aspiriant LLC
California
$2.18M +$159K +1,442 +8%
Natixis Advisors
277
Natixis Advisors
Massachusetts
$2.18M +$2.18M +19,754 New
CFGS
278
Concourse Financial Group Securities
Alabama
$2.17M -$263K -2,385 -11%
GFS
279
GYL Financial Synergies
Connecticut
$2.12M – – –
EGA
280
Eagle Global Advisors
Texas
$2.11M -$28.8K -261 -1%
WEG
281
World Equity Group
Illinois
$2.1M +$1.71M +15,442 +429%
DC
282
Davenport & Co
Virginia
$2.09M -$2.65K -24 -0.1%
MYIA
283
Mount Yale Investment Advisors
Colorado
$2.08M +$350K +3,173 +20%
RIA
284
Regal Investment Advisors
Michigan
$2.01M -$1.28M -11,613 -39%
IWA
285
Inspirion Wealth Advisors
Illinois
$2.01M – – –
EIA
286
Edgemoor Investment Advisors
Maryland
$2M -$105K -955 -5%
IIA
287
IPG Investment Advisors
California
$1.94M -$334K -3,020 -15%
GLA
288
Good Life Advisors
Pennsylvania
$1.94M +$1.94M +17,571 New
LNWWM
289
Laird Norton Wetherby Wealth Management
California
$1.92M – – –
IFWM
290
Institute for Wealth Management
Colorado
$1.91M -$264K -2,393 -12%
WA
291
Win Advisors
Florida
$1.91M -$472K -5,220 -20%
IHL
292
Investment House LLC
California
$1.91M +$1.91M +17,288 New
FA
293
Fiduciary Alliance
South Carolina
$1.88M +$31.7K +287 +2%
PAG
294
Private Advisory Group
Washington
$1.88M -$51.6K -467 -3%
PA
295
Probity Advisors
Texas
$1.88M +$1.88M +17,026 New
MA
296
MBA Advisors
Pennsylvania
$1.86M -$762K -6,900 -29%
FIM
297
Freedom Investment Management
Connecticut
$1.83M +$65.1K +589 +4%
SA
298
Sicart Associates
New York
$1.8M -$22.1K -200 -1%
AssetMark Inc
299
AssetMark Inc
California
$1.77M -$164K -1,481 -8%
DWM
300
Destination Wealth Management
California
$1.76M +$59.3K +537 +3%
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